Series 79: 12.2. The First Round

Taken from our Series 79 Online Guide

12.2. The First Round

Once the above work is complete and the adviser has shared its findings with the client, the client must decide whether it wishes to proceed. If so, the adviser works with the client to formulate an indication of interest that is (1) realistic for the buyer and (2) likely to be competitive in terms of price range and s

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